Migdal Insurance & Financial Holdings’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-230
| Closed | -$11K | – | 488 |
|
|
2024
Q3 | $11K | Hold |
230
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $10K | Hold |
230
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $11K | Hold |
230
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $10K | Hold |
230
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $9K | Hold |
230
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $9K | Hold |
230
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $9K | Sell |
230
-75
| -25% | -$2.94K | ﹤0.01% | 466 |
|
|
2022
Q4 | $11K | Hold |
305
| – | – | ﹤0.01% | 452 |
|
|
2022
Q3 | $10K | Hold |
305
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $11K | Hold |
305
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $13K | Hold |
305
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $13K | Hold |
305
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $12K | Hold |
305
| – | – | ﹤0.01% | 585 |
|
|
2021
Q2 | $12K | Buy |
+305
| New | +$12K | ﹤0.01% | 534 |
|
|
2021
Q1 | – | Sell |
-305
| Closed | -$11K | – | 734 |
|
|
2020
Q4 | $11K | Sell |
305
-1,000
| -77% | -$36.1K | ﹤0.01% | 617 |
|
|
2020
Q3 | $41K | Sell |
1,305
-1,220
| -48% | -$38.3K | ﹤0.01% | 582 |
|
|
2020
Q2 | $75K | Sell |
2,525
-500
| -17% | -$14.9K | ﹤0.01% | 462 |
|
|
2020
Q1 | $74K | Sell |
3,025
-445
| -13% | -$10.9K | ﹤0.01% | 432 |
|
|
2019
Q4 | $111K | Sell |
3,470
-330
| -9% | -$10.6K | ﹤0.01% | 519 |
|
|
2019
Q3 | $115K | Hold |
3,800
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $114K | Hold |
3,800
| – | – | ﹤0.01% | 555 |
|
|
2019
Q1 | $110K | Buy |
3,800
+450
| +13% | +$13K | ﹤0.01% | 501 |
|
|
2018
Q4 | $88K | Hold |
3,350
| – | – | ﹤0.01% | 500 |
|
|
2018
Q3 | $103K | Buy |
+3,350
| New | +$103K | ﹤0.01% | 586 |
|